Ellerston Asia Growth Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: No Minimum
Recommended investment period: Minimum 5 years
An actively managed, concentrated portfolio of Asia ex-Japan listed companies that is benchmark independent and has a focus on capital growth and downside protection.
The Fund is available as an Unlisted Fund or as an ASX Quoted Fund (ASX:EAFZ)
Apply NowAs at | 3 Months | 6 Months | test | 2 Years p.a. | 3 Years p.a. | 5 Years p.a. | 10 Years p.a. | Since Inception p.a. | Since Inception |
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1% | 3% | 4% | 5% | 6% | 7% | 8% | 9% | 10% | 11% |
The performance figures are net of taxes, fees and expenses and assuming distributions are reinvested. The benchmark is the MSCI Asia Ex Japan (non-accumulation)(AUD). Since inception is 1 June 2023. EAFZ was formerly known as the Ellerston Asia Growth Fund (Hedge Fund) with a strategy inception date of 4 January 2017. The performance was reset following a restructure of the fund into an exchange traded managed fund which took effect on 1 June 2023. Past performance is not a reliable indicator of future performance, nor a promise of future returns.
As at | test | 1 Year | 5 Years p.a. | 10 Years p.a. |
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1% | 2% | 3% | 4% |
Disclaimer
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